Shinko Electric (6967 JP): Widening Spread Is an Opportunity
The deal break risks remain low, with the China SAMR timing remaining the key risk. The current 7.0% spread is an attractive opportunity to add.
802 Views
JSR (4185) - Deal Done, Now Back End Arbs Need To Be Card Counters
The JIC deal for JSR is now done. Tendered total came in higher than I expected. I think that warrants a bit of care on the part of those who might...
722 Views
Merger Arb Mondays (15 Apr) - Azure, Silver Lake, Genex, Boral, China TCM, C&F Logistics, Roland DG
This week, the highest gross spreads are Qantm IP (16.1%), Southern Cross (10.4%), QV Equities (7.7%), Silver Lake (7.0%), Azure (6.6%), China TCM...
601 Views
Last Week in Event SPACE: Mitsui Fudosan, Melco, Aozora Bank, CGN New Energy
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
608 Views
(Mostly) Asia-Pac M&A: APM Human Services, Jastec, Genex, JSR Corp, Chilled & Frozen, Lawson
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
826 Views